Filed April 18, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COMPTON FINANCIAL GROUP3 years Service code 27 | Advisory (Plan) | $31,318 |
THE VANGUARD GROUP, INC.3 years Service code 64 | Recordkeeping Fees | $7,486 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 | Recordkeeping | $79 |
LPL FINANCIAL3 years Service code 51 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,639 | $61,156+49.8% | $185,823-50.7% | $79,386+15.4% |
| Participation rate | 73.8% | 66.6%+7.2pp | 81.7%-7.9pp | 70.7%+3.1pp |
| Annual return | 18.06% | 19.45%-1.4pp | 122.05%-104.0pp | 116.85%-98.8pp |
| Employer contribution / active EE | $2,578 | $2,321+11.1% | $5,167-50.1% | $2,427+6.2% |
| Participant deferral / active EE | $5,998 | $2,789+115.1% | $5,568+7.7% | $4,046+48.3% |
| Admin fee / account holder | $335 | $710-52.7% | $16,237-97.9% | $626-46.5% |